Filed March 18, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,666 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,164 | $33,780+42.6% | $74,550-35.4% | $75,289-36.0% |
| Participation rate | 96.8% | 62.7%+34.1pp | 69.1%+27.6pp | 72.4%+24.4pp |
| Annual return | -3.70% | -1.24%-2.5pp | 32.53%-36.2pp | -0.04%-3.7pp |
| Employer contribution / active EE | $984 | $845+16.5% | $1,961-49.8% | $2,405-59.1% |
| Participant deferral / active EE | $2,837 | $1,890+50.1% | $3,108-8.7% | $3,739-24.1% |
| Admin fee / account holder | $32 | $86-63.3% | $5,060-99.4% | $102-69.0% |